Bitcoin Miner IREN Has 80% Potential Upside Thanks to Big Bet on AI Cloud: Bernstein
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最新报道：Bernstein analysts raised IREN's price target to $75 from $20, citing its pivot to building an independent AI cloud business rather than relying on partner co-location deals. The Bitcoin miner expects $500 million in annual recurring revenue by Q1 2026 from 23,300 GPUs, while using its 3GW power portfolio to balance mining and AI workloads. Bernstein now values IREN primarily on its AI potential, assigning 87% of enterprise value to its West Texas data center site.
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